Impact Partnership Wealth’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Impact Partnership Wealth’s Portfolio SJNK Stock Details SJNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-286	Closed	-$7.21K	–	601
2024 Q1	$7.21K	Hold	286	–	–	﹤0.01%	476
2023 Q4	$7.19K	Sell	286 -15	-5%	-$368	﹤0.01%	538
2023 Q3	$7.36K	Buy	+301	New	+$7.41K	﹤0.01%	637

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Impact Partnership Wealth's SJNK Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2024, closing a stake of 286 shares — an estimated $7.21K sold.

Impact Partnership Wealth first reported a position in SJNK in Q3 2023 and held it in 3 quarters. The position peaked at $7.36K in Q3 2023. 358 funds tracked by Wall St. Rank hold SJNK as of Q2 2024.

Impact Partnership Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 286 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2024, an estimated $7.21K.
Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2023 and held it in 3 quarters.
Impact Partnership Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.36K in Q3 2023.
358 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.